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Our Financial Advisers

We provide a personal financial planning service by home visit or video call, to help meet yours and your family’s current and future financial needs.




Our Financial Planning Service

Whatever your situation, our Financial Advisers will be on hand to take you through your options and help determine what type of savings or protection Plan is best for you. Once we have found the right solution to suit your needs, you will be able to make your decision. Simple as that.

With over 190 of our own Financial Advisers based across the UK, you can be assured of personal attention and a quality service at all times. Our Advisers work solely for Foresters and are paid directly, therefore they will not charge you for any advice given.

Meet with one of our Financial Advisers by video appointment or face-to-face with a home visit, to discuss your options at your convenience. Request a Financial Adviser appointment by completing our simple form.

Happy Asian couple speaking with a Foresters Financial Adviser on video call

Our service to you

Your Financial Adviser Visit

How our video appointments work

 

1

Arrange an appointment by completing the form below, or contacting your adviser within your online MyPlans account.

 

2

You will be sent a confirmation email with your appointment date, time, meeting link and the documents needed for the meeting.

 

3

Video appointments will use Microsoft Teams, where your Adviser will be able to assist you with yours and your family’s financial needs.

 

Information to prepare for your Teams meeting >

 

See what our customers have to say...

 

❝ Always happy with his explanations of products based on the information I give him. He listens to my needs if circumstances have changed. Very informative ❞


❝My Financial Adviser was extremely friendly and thorough and talked me through anything I was unsure about. I felt comfortable and am looking forward to saving for my daughters future with you! ❞


❝We’re so happy to be part of the Foresters, sound financial advice from friendly advisers. We couldn’t be happier with the whole experience. ❞

 

Meet with one of our Financial Advisers by video appointment or home visit, to discuss your options at your convenience. Request a Financial Adviser appointment by completing the form below. *Please enter your information and one of our local Advisers will be in contact with you. Our Advisers are remunerated from product charges and will not charge you directly for any visit. If you want to contact us for any other reason, please visit our Contact us page.

Using your Personal Information

The information you provide on this form will be used to process your request. Forester Life Limited may also contact you at a later date for research purposes or with information about other products and/or services which may be of interest. We will not disclose your details to anyone outside of Foresters Financial without your consent. For more details about how your information is used and how you can change your marketing preferences, please refer to our Privacy Policy.

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